Pacific Sun Financial’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Pacific Sun Financial’s Portfolio PSCC Stock Details PSCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Sell	40,590 -4,264	-10%	-$142K	0.59%	43
2026 Q1	$1.41M	Sell	44,854 -4,749	-10%	-$157K	0.68%	40
2025 Q4	$1.54M	Sell	49,603 -4,525	-8%	-$144K	0.74%	37
2025 Q3	$1.78M	Sell	54,128 -1,238	-2%	-$42.7K	0.86%	29
2025 Q2	$1.84M	Sell	55,366 -778	-1%	-$26.8K	0.96%	24
2025 Q1	$1.97M	Buy	56,144 +481	+0.9%	+$17.6K	1.12%	20
2024 Q4	$2.12M	Sell	55,663 -330	-0.6%	-$12.7K	1.15%	20
2024 Q3	$2.11M	Sell	55,993 -3,025	-5%	-$111K	1.17%	22
2024 Q2	$2.08M	Buy	59,018 +170	+0.3%	+$6.11K	1.23%	16
2024 Q1	$2.19M	Buy	58,848 +970	+2%	+$36.4K	1.28%	17
2023 Q4	$2.22M	Sell	57,878 -1,980	-3%	-$69.5K	1.4%	15
2023 Q3	$2.08M	Sell	59,858 -1,630	-3%	-$59.5K	1.44%	15
2023 Q2	$2.25M	Buy	+61,488	New	+$2.24M	1.51%	14
2022 Q4	$2.07M	Sell	60,903 -1,410	-2%	-$48.6K	1.46%	14
2022 Q3	$1.94M	Sell	62,313 -438	-0.7%	-$14.9K	1.36%	16
2022 Q2	$2.11M	Buy	62,751 +825	+1%	+$27.6K	1.39%	18
2022 Q1	$2.08M	Buy	61,926 +1,920	+3%	+$65.2K	1.14%	22
2021 Q4	$2.21M	Sell	60,006 -90	-0.1%	-$3.16K	1.18%	22
2021 Q3	$2.02M	Buy	+60,096	New	+$2.03M	1.16%	25
2020 Q3	$1.36M	Sell	55,677 -300	-0.5%	-$7.65K	1.14%	25
2020 Q2	$1.37M	Sell	55,977 -150	-0.3%	-$3.46K	1.24%	21
2020 Q1	$1.18M	Sell	56,127 -1,185	-2%	-$27.8K	1.35%	21
2019 Q4	$1.52M	Sell	57,312 -360	-0.6%	-$8.96K	1.34%	19
2019 Q3	$1.43M	Buy	57,672 +990	+2%	+$24.2K	1.35%	19
2019 Q2	$1.38M	Buy	+56,682	New	+$1.41M	1.32%	18
2018 Q2	$1.06M	Buy	+38,184	New	+$941K	1.09%	28

Other funds holding PSCC

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

CFM

Compass Financial Management Tampa, Florida $829M AUM

Pacific Sun Financial's PSCC Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco S&P SmallCap Consumer Staples ETF (PSCC) stake by 9.5% in Q2 2026, selling an estimated $142K and leaving 40,590 shares worth $1.43M. The position accounts for 0.59% of the portfolio, ranked #43.

Pacific Sun Financial first reported a position in PSCC in Q2 2018 and has held it in 26 quarters since. The position peaked at $2.25M in Q2 2023. 38 funds tracked by Wall St. Rank hold PSCC as of Q2 2026.

Pacific Sun Financial held 40,590 shares of Invesco S&P SmallCap Consumer Staples ETF worth $1.43M as of Q2 2026.
Pacific Sun Financial sold 4,264 Invesco S&P SmallCap Consumer Staples ETF shares in Q2 2026, an estimated $142K.
Invesco S&P SmallCap Consumer Staples ETF made up 0.59% of Pacific Sun Financial's portfolio in Q2 2026, its #43 holding.
Pacific Sun Financial first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q2 2018 and has held it in 26 quarters since.
Pacific Sun Financial's Invesco S&P SmallCap Consumer Staples ETF position peaked at $2.25M in Q2 2023.
38 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.